PUREVIEW HEALTH CENTER

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2019

Legal Domicile

Principal Officer

MICHELLE MARTEN

Phone

4064570000

Tax Period

2024-03-01 to 2025-02-28

PUREVIEW HEALTH CENTER, founded in 2019, is a mid-sized nonprofit in the Health Care sector that reported $17.7M in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE THE COMMUNITIES WE SERVE WITH QUALITY, PATIENT-CENTERED, ACCESSIBLE HEALTHCARE WITH COMFORT.

Program Service Accomplishments

Program 1

Expenses: $15,510,745 Revenue: $13,352,053

PUREVIEW PROVIDES MULTIPLE ARRAYS OF SERVICES TO ITS PATIENT POPULATION THAT INCLUDE MEDICAL, DENTAL, MENTAL HEALTH, SUBSTANCE USE DISORDER, PHARMACY, CASE MANAGEMENT AND INSURANCE ELIGIBILITY AND...

PUREVIEW PROVIDES MULTIPLE ARRAYS OF SERVICES TO ITS PATIENT POPULATION THAT INCLUDE MEDICAL, DENTAL, MENTAL HEALTH, SUBSTANCE USE DISORDER, PHARMACY, CASE MANAGEMENT AND INSURANCE ELIGIBILITY AND ENROLLMENT SERVICES. PUREVIEW OPENED A NEW SITE ON JANUARY 3RD, 2022 THAT WILL DOUBLE OPERATIONS OF PUREVIEW. THE NEW SITE PROVIDES ALL SERVICES DESCRIBED ABOVE AND EXPANDS THE ACCESS TO HEALTHCARE TO PATIENTS THROUGHOUT THE COMMUNITY. THE SITE IS LOCATED A COUPLE MINUTES AWAY FROM A HOMELESS SHELTER THAT ALLOWS EASY ACCESS TO GIVE CARE TO THE HOMELESS POPULATION. PUREVIEW PROVIDES HIGH QUALITY CARE TO ALL PATIENTS REGARDLESS OF ABILITY TO PAY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $4,346,456

Program Service Revenue $13,327,919

Investment Income $32,903

Other Revenue $24,134

TOTAL REVENUE $17,731,412

Expense Breakdown

Grants Paid $3,230

Salaries & Benefits $10,766,255

Fundraising Expenses $0

Program Expenses $15,510,745

Other Expenses $6,978,272

TOTAL EXPENSES $17,747,757

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,731,412	$14,768,062	+0.2%
Expenses	$17,747,757	$15,657,600	+0.1%
Net Income	$-16,345	$-889,538	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

142

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$330,238

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIMBERLY K CASEY	DIRECTOR	0.25	Director	$0	$0	$0
MARY KAY PUCKETT	DIRECTOR	0.25	Director	$0	$0	$0
LORI LADAS	TREASURER	0.25	Officer Director	$0	$0	$0
ERIN LYNDES	VICE-CHAIR	0.25	Officer Director	$0	$0	$0
DR ROB SMITH	DIRECTOR	0.25	Director	$0	$0	$0
KAYLEE MAY	DIRECTOR	0.25	Director	$0	$0	$0
LACEY KNOLES	DIRECTOR	0.25	Director	$0	$0	$0
COREY PALMER	DIRECTOR	0.25	Director	$0	$0	$0
JOSH MCKAY	DIRECTOR	0.25	Director	$0	$0	$0
GINA BOESDORFER	SECRETARY	0.25	Officer Director	$0	$0	$0
CURT CHISHOLM	CHAIR	0.25	Officer Director	$0	$0	$0
JUSTIN MURGEL	CHIEF EXECUTIVE OFFICER	40.00	Officer	$177,564	$20,564	$198,128
MARINA KUNTZ	CHIEF FINANCIAL OFFICER	40.00	Officer	$132,110	$0	$132,110
MADELINE TURNER	MEDICAL DIRECTOR	40.00	Highest	$231,834	$30,694	$262,528
WILLIAM SNIDER	PHYSICIAN	40.00	Highest	$218,320	$28,220	$246,540
JULIAN THORNE	PSYCHIATRIST	40.00	Highest	$307,507	$37,010	$344,517
ZACHARY EDWARD DRAKE	DENTIST	40.00	Highest	$196,464	$27,975	$224,439
DEMITRIUS HAWKSHIELD LATOCHA	DENTIST	40.00	Highest	$195,000	$18,713	$213,713

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$17,731,412	$17,747,757	$5,650,143	$-16,345
2024	$14,768,062	$15,657,600	$6,228,903	$-889,538
2023	$13,889,966	$14,491,041	$7,375,414	$-601,075
2022	$10,998,843	$11,500,259	$7,215,151	$-501,416
2021	$11,448,581	$10,064,800	$7,259,915	$1,383,781
2021	$11,586,511	$10,311,366	$7,217,610	$1,275,145